Guidance Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Guidance Capital’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Buy	4,524 +300	+7%	+$25.6K	0.09%	180
2026 Q1	$360K	Buy	4,224 +57	+1%	+$4.56K	0.08%	185
2025 Q4	$338K	Buy	4,167 +64	+2%	+$5.09K	0.08%	188
2025 Q3	$327K	Buy	4,103 +533	+15%	+$40.2K	0.09%	174
2025 Q2	$261K	Sell	3,570 -2,204	-38%	-$148K	0.07%	185
2025 Q1	$385K	Buy	5,774 +2,250	+64%	+$156K	0.12%	157
2024 Q4	$252K	Sell	3,524 -59	-2%	-$4.09K	0.08%	182
2024 Q3	$246K	Buy	+3,583	New	+$233K	0.08%	168

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Guidance Capital's SPYM Position: Q2 2026 in Review

Guidance Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,524 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #180.

Guidance Capital first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Guidance Capital held 4,524 shares of State Street SPDR Portfolio S&P 500 ETF worth $400K as of Q2 2026.
Guidance Capital bought 300 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $25.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Guidance Capital's portfolio in Q2 2026, its #180 holding.
Guidance Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.